AUMdb

Mountain Capital Partners 401 K Plan

Sponsored by Mountain Capital Partners, Llc · EIN 811696286 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
510
With balances
311

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Global Banking Other fees $23,084
Moss Adams Llp Accounting $19,925
Brownstein Hyatt Farber Schreck Llp Other fees $6,762
Voya Retirement Insurance & Annuity Recordkeeping fees $2,275